【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例

【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例

こんにちは、コミュニティチームの鳥越です。6/7(金)に、名古屋ユーザー交流会を開催しました！
Zoho CRM とPOSシステムのSquare を連携したユーザー事例のセッションをはじめ、参加者同士でZoho の活用方法について共有するグループワークでは、「Zoho サービス同士の連携」をテーマにディスカッションを行いました。ご参加いただいた皆さま、ありがとうございました！

本投稿では、ユーザー事例の登壇資料および当日の様子をお届けします。参加が難しかった方も、ぜひご参考ください。

(名古屋ユーザー会 集合写真）

事例セッション：宿泊施設におけるZoho CRM Plus活用事例


静岡県川根本町に拠点をおき、宿泊施設の運営などの事業を行う株式会社KAWANE ホールディングス・興津さんが自社のZoho CRM Plus 活用について、お話しくださいました。
同社では、宿泊施設「おろくぼ」の予約フォームにZoho Survey を利用するほか、宿泊者や売上の管理、お土産品などの在庫管理をZoho CRM とPOS システムSquare と連携して管理されています。以下スライドの一部を抜粋して紹介します。


・Zoho CRM Plus 利用全体イメージ：


1. Zoho CRM で利用するタブの紹介


2. 宿泊者情報や決済情報をCRM とSquare 間で自動同期
関数やAPIを利用してCRM とSquareのデータを同期。宿泊予約の情報がCRM に登録されたらSquare にも顧客情報を自動で追加し、Square から支払いの決済が行われるとリアルタイムでCRM の商談データが作成される仕組みを構築しています。以前はインポートや手作業で行っていたものを、自動化しました。

(Squareの決済情報をCRM の商談データに、購入商品は商品データの在庫情報に反映）

3.お土産品やリネン類の在庫管理
Zoho CRM の標準機能で存在する在庫管理機能とSquare の連携で、お土産品やタオル・歯ブラシといったリネン類の在庫を管理しています。品数が減ってきたらアラートを出すなどして、欠品を防いでいます。


4.Zoho Survey の活用
宿泊予約フォームに利用するほか、宿泊満足度アンケートを作成し、QRコードを館内に設置。回答した人にはドリンクをサービスするといった回答を促す施策も行いながら、宿泊者からの声を集めています。



興津さん資料：



グループワーク　「どんなサービスと連携していますか？ Zoho 連携事例を共有し合おう」
Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。



*Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします

最後に
次回以降のユーザー交流会は、以下の通りの開催を予定しています。詳細が決まり次第当フォーラムやZoho Japan のSNSでお知らせします。

・ユーザー交流会福岡　8月2日(金)
・ユーザー交流会東京　10月18日(金)
・ユーザー交流会大阪/名古屋/東京 11月予定

今後取り扱ってほしいトピックや、今回参加した感想などについて、本投稿のコメントにいただけると励みになりますので、ぜひお願いします。

今後ともZoho コミュニティをよろしくお願いいたします！



      • Sticky Posts

      • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

        「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

      • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

        こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

      • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

        先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

      • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

        こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

      • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

        Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

        • Recent Topics

        • Add link/button to open approved record from approval list and detail views?

          Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them

        • record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books

          record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="

        • Prevent editing of a record after getting approved/rejectedr

          Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?

        • Formula Field/Campo de Fórmula

          Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,

        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

        • Formatting Problem | Export to Zoho Sheet View

          When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

        • Introducing Workqueue: your all-in-one view to manage daily work

          Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

        • Feature Request - The Ability to Link A Customer with a Vendor

          Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes

        • Long table name (sync from Zoho Creator)

          Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.

        • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

          Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

        • Unattended - Silent

          How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

        • Importing into Multiselect Picklist

          Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

        • Text snippet

          There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

        • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

          Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

        • [Need help] Form closed. Please contact your form administrator for further assistance.

          https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form

        • Zoho People. Updating TabularData

          I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

        • Automatically CC an address using Zoho CRM Email Templates

          Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

        • Unable to Send Different Email Templates for Different Documents in Zoho Sign

          Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

        • Reminder needs 0 minute choice

          I most use 0 minute reminders.  Every other calender service has this choice.  If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute.  Please ad 0 as a reminder choice, this should be a 5 minute fix.  Thanks.

        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

        • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

          Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

        • How to update task start date when project start date changes?

          Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

        • Issue with Picklist Dropdown Not Opening on Mobile

          Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

        • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

          based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

        • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

          Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

        • Zoho Commerce - How To Change Blog Published Date and Author

          Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.

        • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

          We have Zoho One Enterprise and yet we can't create widgets on inventory.

        • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

          We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp

        • Comment to DM Automation

          Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture

        • ZMA shows as already connected to Zoho CRM, but integration not working

          When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.

        • Automatic Email Alerts for Errors in Zoho Creator Logs

          Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

        • Recurring Automated Reminders

          Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

        • Workflow Rule - Field Updates: Ability to use Placeholders

          It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc

        • Zobot Execution Logs & Run History (Similar to Zoho Flow)

          Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

        • Password Assessment Reports for all users

          I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

        • Can't change form's original name in URL

          Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

        • Setting certian items to be pickup only

          How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

        • Using gift vouchers

          We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

        • Automatically updating field(s) of lookup module

          I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

        • Zoho Commerce and Third-party shipping (MachShip) API integration

          We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

        • Next Page